I Can't Say 'Buy Energy Fuels' Loud Enough (Upgrade)

2025-10-29 11:55:10 ET

I am an investor in some peculiar companies. This is because I believe that much of the market alpha that is left to discover lies in small caps, macro themes, and those companies that are typically less covered by Wall Street, be that for ESG reasons or otherwise. Two of the areas of interest that I found myself poring over and investing in over the last few years have been uranium/nuclear stocks and rare earth miners. If you're interested in my picks for the latter, you can see it in my recent article, " Picking the Winners of the U.S. Rare Earth Response, " where I discuss four of my small-cap picks in the rare earth mining industry, as well as two ETFs that I am invested in. I left one of the companies that I'm heavily invested in out of that article because I've written about it separately....

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